Email a Group of Leads

When you would like to email families that have been moved to the Lead File, follow these steps:

  1. Go to the Families (menu) > Lead File.
  2. Select Email Leads from the menu on the left.
    • In the Email Message section select a Template OR enter an Email Subject Line and Message.
  3. Click Attach File, Insert Image, or Choose from Dropbox to attach files and add images if needed. See Email Attachments and Images for more details.
  4. Select a reply email address for the email.
  5. Use the Search Criteria to select the recipients.
    • Click the calendar icons to filter the results for a specific date range.

  1. Click Preview List.
  2. Confirm the Matched Recipients. To omit an email address clear the checkbox. 
  3. Click Send Now or select Send Later if you wish to schedule this email to be sent at a later date (Schedule an Email - Send Later).

When you are entering the text for your email message, use Shift+Enter to create single spacing between lines and the Enter key for double spacing.